Viewing the Daily Sales Report

1. Click on the menu “Reports“.
2. Click on “Sales Reports“.
3. From the “Sales Reports” page, select the report “Daily Sales“.
   1. Select “Details” to view the data for each invoice separately.
   2. Select “Summary” to view the total amounts of invoice transactions in the specified period.
4. After viewing the report, you can apply a number of additional filters, which are:
   • Date Range: Through this field, you can specify the start and end of the period for which the report will be displayed.
   • Status: Specify the status of the invoices to be reported, whether paid, unpaid, returned, or all.
   • Client: Choose the client for whom you want to display the sales report.
     • If a specific client is not selected, the system will display the report for all customers.
   • Invoiced By: Select a specific user or all users to display the report on invoices added by them.
   • Currency: Choose the currency in which you want the report to be displayed.
   • Work Order: Select a work order to display invoices for it only.
   • Branch: Choose one or more branches to display the sales report for their invoices.
5. As soon as you modify the filters, click on “Show Report“.
6. You can print the report from “Print” or export it to a CSV, EXCEL, or PDF file from the export options.

Note: You can change the report view mode from daily to weekly, monthly, yearly, by client, or by staff through the “Daily” field located under the filter determinants.